Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEMFX (MFS Emerging Markets Equity Research Fund R3) | 27.02% | 49.09% | 20.78% | 7.29% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 02/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EEMFX (MFS Emerging Markets Equity Research Fund R3) | 02/24/2021 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.06 | 49.09 | 20.78 | 7.29 | NA | NA | NA | … | … | 27.02 | 30.76 | 7.03 | 8.80 | -22.43 | -5.25 |
| Sharpe Ratio | NA | 2.23 | 1.06 | 0.22 | NA | NA | NA | … | … | 2.38 | 1.89 | 0.26 | 0.41 | -1.16 | -0.45 |
| Standard Deviation(%) | NA | 17.60 | 15.42 | 16.22 | NA | NA | NA | … | … | 22.74 | 14.80 | 13.34 | 12.81 | 20.71 | 13.55 |
| Draw Down(%) | NA | 12.38 | 16.83 | 38.25 | NA | NA | NA | … | … | 12.38 | 13.69 | 9.05 | 11.76 | 34.90 | 10.28 |
| Yield(%) | 0.00 | 1.93 | 2.06 | 1.24 | 0.62 | 0.41 | 0.31 | … | … | 0.00 | 2.16 | 1.42 | 2.90 | 0.74 | 0.59 |
Data as of 06/18/2026, Common starting date is 02/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEMFX (MFS Emerging Markets Equity Research Fund R3) |
-6.29%
May 2021 – May 2024 |
3.52%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEMFX (MFS Emerging Markets Equity Research Fund R3) |
22.40%
May 2023 – May 2026 |
6.74%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart